Quotes and orders are at the heart of your business, so it is crucial that bisTrack management software makes it as easy as possible to process them. Usability was a key design priority for us from day one. Our customers seem to agree with that aim.
Quotes, prices and types of order
bisTrack can be used in different ways to manage quotes and prices:
- at the counter or in the back office
- full picking and delivery steps, or printing delivery documents on order acceptance
- immediate counter collection, scheduled
Converting quotes to order
Details can be entered as a quotation and converted to an order or vice versa. Orders can be ‘parked’ or stock can be reserved for 24 hours, all directly from the bisTrack toolbar.
Your choice of hardware
On the counter you can use touch-screens, barcode readers, industrial keyboards & mice, and magnetic debit / credit card terminals, to fully automate input at high volume locations. Large labelled buttons make things easy for touch-screen or keyboard-only users. Wireless barcode handhelds give rapid product scanning, speeding transactions along.
Cash or credit processing?
Credit accounts can be changed to/from cash paid accounts, retaining any terms or special prices. Cash payment
methods supported are cash, debit cards, credit cards (chip and PIN), purchasing cards and CODs. You can even use multiple payment types (e.g. £10 cash and the balance by credit card). bisTrack is not just limited to cash or credit card processing.
Stock management: special orders
Stock management tools must account for special orders. For special orders, back-to-back purchase ordering with your suppliers is supported. Both sides of the process are linked to each other, with transparency of related documents (subject to security and permissions of course).
Stock management: back orders
Stock management tools must also account for back orders. If any lines are out of stock, they may be put onto back order, with automatic release and messaging when stock is received.
Purchase orders and security
To ensure you get paid, not only can you enforce entry of your customer’s purchase order reference, you can also check it is in the right format (e.g. starts with a ‘B’, followed by 4-digits).
For tighter security at the trade counter, you can keep a list of staff allowed to collect and sign for goods — including support for ID photos and specimen signatures. You can use signature pads validated against the authenticated signature to verify identities.
Benefits: Does everything you need, the way you need it to. (Some other packages work well, but demand that you change the way you run your business. Which is kind of back-to-front in our book). Learn how bisTrack can help you manage stock purchases too.
